Cornerstone Strategic Value shares owned by AE Wealth Management
Quarter-by-quarter ownership of Cornerstone Strategic Value (CLM) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Cornerstone Strategic Value
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All positions including Cornerstone Strategic Value held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Cornerstone Strategic Value by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $560k | 68k | 8.28 |
| 2025-06-30 | $407k | 50k | 8.12 |
| 2024-12-31 | $173k | 20k | 8.59 |
| 2023-09-30 | $89k | 11k | 8.05 |